10.0/10 (43 reviews)
Find a Wealth Manager Represents 30 Firms, Including Investment Managers and Private Banks. We Provide a Free Method of Finding The Right Investment Professional - Find a Wealth
- Contact Us
Need a Wealth Manager?-Contact Us
Today.
- Contact Us Today
For straight answers & impartial
insights, speak to our team today.
- Search For A Private Bank
Find a Wealth Manager Near You.
Start Your 3-Minute Search Now!
- Wealth Management Fees
We Reveal The Truth About Wealth
Management Fees & Their Real Value
- Search Now
Find A Wealth Manager Near You.
Get Started Today!
- Find a Financial Advisor
We Provide a Free Method of
Finding The Right Investment ...
- Contact Us
Discover a more personal approach to private banking and wealth management. Award-winning private banking and wealth management services.
Search results
Jan 10, 2024 · Learn more about Julius Baer, the leading Swiss wealth management group. Explore our personalised services, which are available to private clients worldwide. For more than 130 years, we at Julius Baer have managed our clients’ wealth and served them as trusted, truly personal and holistic advisors.
- Our Business
Find out how Julius Baer can help you achieve your financial...
- Our Company
At Julius Baer our goal is to help you grow, protect, and...
- Our Business
- The Private Banking Top 10 List
- UBS
- Morgan Stanley
- Bank of America
- J.P. Morgan Private Bank
- Citigroup
- BNP Paribas
- Goldman Sachs
- Julius Baer
- Raymond James
High-net-worth individuals (HNWIs) tend to have more complex financial needs than most retail consumers. These are people with assets that can easily be liquidated. While there's no consensus about how much a person needs to qualify in this category, it's safe to assume that you'd need at least $1 million. Charles Schwab, though, says you needed at...
AUM: $3.9 trillionHeadquarters: Zurich, SwitzerlandEstablished: 1862AUM: $1.3 trillionHeadquarters: New YorkEstablished: 1931AUM: $1.4 trillionHeadquarters: New YorkEstablished: 1930AUM: $2.4 trillion (J.P. Morgan)Headquarters: New YorkEstablished: 1799 (J.P. Morgan)AUM: $2.42 trillionHeadquarters: New YorkEstablished: 1998AUM: €406 billion ($450 billion), as of March 2023Headquarters: ParisEstablished: 1848AUM: $2.5 trillionHeadquarters: New YorkEstablished: 1869AUM: CHF $424 billion ($459 billion)Headquarters: Zurich, SwitzerlandEstablished: 1890AUM: $173.8 billionHeadquarters: St. Petersburg, FloridaEstablished: 1962Julius Baer is a massive private bank, known for its customer service. It will however, only be able to push its own products and services, as opposed to being able to offer you the best available in the market, which will likely lead to higher fees.
The purchase of five private banks from UBS in 2005, along with the asset management firm GAM, gave the Bank the cash flow to be able to expand in Asia. It also provided Julius Baer with an incredible new talent pool.
3 hours ago · The logo of Swiss private bank Julius Baer is seen at their headquarters in Zurich, Switzerland February 1, 2021. REUTERS/Arnd Wiegmann/File Photo Purchase Licensing Rights, opens new tab
Learn more about Julius Baer’s exceptional history, and how it grew from a small family business into Switzerland’s leading wealth management group. Remaining at the forefront of an industry requires more than a fair idea of the path forward.
People also ask
Is Julius Baer a good bank?
Where is Julius Baer headquartered?
Who is Julius Baer?
Why does Julius Baer charge higher fees?
Why did Julius Baer go public?
How did Julius Baer start?
Sep 29, 2020 · Julius Baer has an agreement with Santiago-based Banco BICE, which enables customers to leverage the latter’s platforms, products as well as expertise. Through the partnership, Julius Baer offers training and global opportunities to Banco BICE clients and bankers.
